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Jay Barrett

Jay Barrett

LAW OFFICE OF JAMES PATRICK BARRETT
http://www.jamespbarrettlaw.com

Areas of Focus: Life and Legacy Planning, Estate Administration

Licensed States: Florida, District of Columbia

What to expect from Jay Barrett

  • A 15 - minute introductory call to understand your goals and needs
  • 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
  • Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
  • A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
  • A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Jay Barrett

His friends call him Jay and you can too. He works to assist young professionals and small business owners achieve peace of mind. Life is busy and many times important tasks slide down the list and do not get accomplished. He has been counseling clients since 2010 on how to plan for their families, their legacy, and their businesses. Jay has learned the art of relational law and being a personal family lawyer, he does things differently. Your relationship with you lawyer should not be transactional. It should be supportive, and Jay is uniquely situated to support his clients. He is a member of the Florida and District of Columbia Bars and a graduate of the University of Miami School of Law. He can work with clients no matter where they call home in Florida or DC. He is a veteran of the US Navy, a father of two, avid sailor, cyclist, and woodworker. He has been building relationships with his clients since 2010 and is eager to build a relationship with you.
Testimonials
"He leaves no stone unturned! I gave James Barrett my estate planning business in 2014 when his firm was rather new. I had nothing in place for myself then, so I didn't have anything to compare the experience with. I have been a personal assistant for more than two decades, and since my documents were completed, I have worked with five other estate planning attorneys who were hired by my clients. From New York, Texas and Florida, these others have left me so disappointed, I wonder how they are making a living. James assembled my estate planning documents from start to finish in a very timely manner with great care and precision. He delivered a neatly organized binder with hard and soft copies in it. He even filed the documents with the clerk of court to put our house in the name of the trust. Everything was explained fully, but he encourages phone calls if you have questions. If you are looking for accuracy, timely work and having all the documents you need assembled in one place, I recommend hiring James Barrett. By the way, Jim is also a very nice person." - Kathy Miller


"The Law Office of James Patrick Barrett, P.A. has been an integral part of handling both my family's personal legal needs and the legal needs of our four businesses for many years. James is always a step ahead, anticipating our needs and providing spot-on guidance and advice. Whether it's family trust and asset protection, business creation, or business estate planning, James and his practice have us covered. We feel completely safe and secure knowing we’ve entrusted him with our well-being. We could not be happier with the exceptional service and professionalism we’ve experienced. We highly recommend The Law Office of James Patrick Barrett, P.A. Thank you, James, for everything you do!" - Steven Wallace


"We utilized the Law Office of James Patrick Barrett to establish a Trust for my wife and I. Mr. Barrett's reputation as a thorough and conscientious attorney made the choice a "no brainer" and he certainly delivered. The Trust put together for us was comprehensive and exactly what we wanted. Professionally formatted and delivered with a complete explanation and the understanding that they would help with any changes in the future without hesitation. It was clear that Mr. Barrett cared about our issue and we were able to establish a long term representational relationship through his dialogue and action throughout the process. We have been 100% satisfied with the Trust he produced and would recommend this firm to anyone. We have total peace of mind that our affairs and wishes are documented and that our estate will be easily transferred to those that we love." - Mitch Herrick


"I highly recommend James for his estate planning legal services. I used him years ago to help with medicaid asset planning in Florida. He set me up with a medicaid asset trust and a complete plan with healthcare documents, durable power of attorney, livings will and helped with funeral arrangements and documenting my legacy wishes. I could not have been happier. Thank you James" - Judy Lalley 


"Mr. Barrett has been a consummate professional. He has taken care of all of my legal needs in a timely manner and has always responded properly. I highly recommend him.
" - Tammy Bowers
THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1@3x
    How we plan.

    We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

  • Asset-1what-we-protect
    What we protect.

    Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

  • Asset-1transparency
    What you see.

    Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

  • Asset-1DElivery
    How we deliver.

    Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

  • Asset-1work-150x150
    How our plans work.

    One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.

Contact Jay Barrett

Complete the form below to reach out and schedule your 15-minute discovery call.

Jay Barrett
Law Office of James Patrick Barrett
http://www.jamespbarrettlaw.com